Q3 2024 |
107 |
$409M |
+$80.5M |
-$55.9M |
+$24.5M |
SMTH, AAPL, AMZN, MSFT, GOOGL
|
13F-HR |
11/14/2024, 02:52 PM |
Q2 2024 |
100 |
$372M |
+$84.7M |
-$49.5M |
+$35.2M |
AAPL, AMZN, MSFT, GOOGL, SMTH
|
13F-HR |
8/13/2024, 03:15 PM |
Q1 2024 |
101 |
$320M |
+$67.8M |
-$91M |
-$23.2M |
AMZN, MSFT, AAPL, GOOGL, META
|
13F-HR |
6/10/2024, 07:37 AM |
Q4 2023 |
92 |
$318M |
+$61.7M |
-$51.4M |
+$10.3M |
AAPL, AMZN, MSFT, GOOGL, EDV
|
13F-HR |
2/12/2024, 11:30 AM |
Q3 2023 |
88 |
$279M |
+$75.7M |
-$70.8M |
+$4.91M |
AAPL, AMZN, RSP, MSFT, GOOGL
|
13F-HR |
11/14/2023, 06:03 PM |
Q2 2023 |
93 |
$287M |
+$27.8M |
-$42.7M |
-$14.9M |
AAPL, VGLT, XYLD, AMZN, VYMI
|
13F-HR |
8/14/2023, 09:46 AM |
Q1 2023 |
91 |
$284M |
+$64.8M |
-$51.9M |
+$12.9M |
VGLT, AAPL, XYLD, VYMI, AMZN
|
13F-HR |
5/8/2023, 03:45 PM |
Q4 2022 |
84 |
$246M |
+$90.7M |
-$87.2M |
+$3.55M |
VGLT, XYLD, VIG, VYMI, AAPL
|
13F-HR |
2/9/2023, 09:02 PM |
Q3 2022 |
87 |
$237M |
+$65.7M |
-$57.8M |
+$7.84M |
GSLC, BOND, TLT, VIG, AMZN
|
13F-HR |
11/2/2022, 08:21 PM |
Q2 2022 |
71 |
$256M |
+$93.8M |
-$31.3M |
+$62.5M |
GSLC, MUB, VIG, TLT, VYM
|
13F-HR |
7/13/2022, 01:14 PM |
Q1 2022 |
76 |
$230M |
+$61.8M |
-$44.7M |
+$17.2M |
GSLC, VIG, AAPL, AMZN, VYM
|
13F-HR |
5/3/2022, 08:54 PM |
Q4 2021 |
71 |
$224M |
+$21.9M |
-$31.7M |
-$9.8M |
GSLC, VIG, AAPL, VYMI, MSFT
|
13F-HR |
2/14/2022, 12:30 PM |
Q3 2021 |
44 |
$218M |
+$34.9M |
-$26.4M |
+$8.57M |
GSLC, VYMI, VIG, AAPL, AMZN
|
13F-HR |
11/12/2021, 10:00 AM |
Q2 2021 |
47 |
$214M |
+$26.8M |
-$32.2M |
-$5.48M |
VYMI, GSLC, VIG, AMZN, META
|
13F-HR |
8/13/2021, 02:22 PM |
Q1 2021 |
54 |
$206M |
+$64.7M |
-$57.6M |
+$7.14M |
VYMI, VFH, VIG, GSLC, META
|
13F-HR |
4/23/2021, 03:51 PM |
Q4 2020 |
52 |
$195M |
+$32.8M |
-$33M |
-$156K |
VIG, GSLC, AAPL, AMZN, META
|
13F-HR |
2/9/2021, 09:35 PM |
Q3 2020 |
51 |
$179M |
+$30.6M |
-$21.7M |
+$8.9M |
AMZN, META, TLT, VIG, AAPL
|
13F-HR |
10/21/2020, 05:02 PM |
Q2 2020 |
45 |
$168M |
+$56.8M |
-$43.4M |
+$13.4M |
TLT, AMZN, AAPL, SH, META
|
13F-HR |
7/24/2020, 05:24 PM |
Q2 2020 |
45 |
$168M |
+$56.8M |
-$43.4M |
+$13.4M |
TLT, AMZN, AAPL, SH, META
|
13F-HR |
7/24/2020, 02:52 PM |
Q1 2020 |
35 |
$134M |
+$48.5M |
-$51.8M |
-$3.3M |
META, VT, AMZN, GLD, AAPL
|
13F-HR |
4/21/2020, 04:38 PM |
Q4 2019 |
42 |
$148M |
+$23.1M |
-$25.6M |
-$2.5M |
META, VT, ACWV, IYF, GLD
|
13F-HR |
1/17/2020, 03:57 PM |
Q3 2019 |
39 |
$141M |
+$20.5M |
-$19.4M |
+$1.14M |
META, ACWV, AAPL, GLD, IYF
|
13F-HR |
10/16/2019, 02:52 PM |
Q2 2019 |
43 |
$137M |
+$22.2M |
-$16.3M |
+$5.87M |
META, ACWV, TLT, GLD, IYF
|
13F-HR |
8/6/2019, 09:10 AM |
Q1 2019 |
49 |
$126M |
+$27.9M |
-$15.4M |
+$12.5M |
META, TLT, AAPL, IYF, GLD
|
13F-HR |
5/2/2019, 05:42 PM |
Q4 2018 |
49 |
$102M |
$0 |
$0 |
|
META, AAPL, IYF, GLD, AMZN
|
13F-HR |
2/11/2019, 08:56 PM |